Intermediate
Essential Components of Relationship Tracking Systems
Cara Anderson Rosas, University of Florida Foundation
Audrey Geoffroy, University of Florida Foundation
On-demand Webcast will define relationship tracking, its theory and practice using the University of Florida as a case studing. The relationship tracking system coordinates the cultivation, solicitation and stewardship of the University’s constituents and enables development officers to manage individual caseloads and demonstrate their accountability. Learn how the system at UFF allows officers to create an online action plan for a prospect and to monitor progress through that plan. Order now >>
Effective Relationship Management Systems
Lisa Howley, Johns Hopkins Institutions
Relationship management is important to the health and growth of fundraising organizations — today more sophisticated prospect management systems are necessary. For prospect management or research staff, this frequently means creating a new system or refining an existing one. System development can get mired in an "everything but the kitchen sink" approach, creating an overly complex system that often misses the mark. The Webcast demonstrates how clear framework for developing effective relationship management systems is achieved by focusing on identified desired outcomes. Methods discussed are how to evaluate process, policy and database needs — including how to audit current operations for strategic planning purposes. Order now >>
105: Relationship Management 101
Wednesday, July 21
Gary Walling, Tufts University
Whether you need to know how to set up a session, or need a refresher, this session will provide an overview to the basic components of relationship management. Understand the role of relationship management, examine best practices, review policies and guidelines and look at data management coding methods and systems. Learn more about Pre-Conference Workshops >>
205: Beyond Major Gifts: Comprehensive Relationship Management Systems
Thursday, July 22
Lisa Howley, Johns Hopkins Institutions
Often when we think about relationship management, we focus on major/principal gift programs and prospects. Through an examination of best practices and case studies, learn how to expand your relationship management efforts to be inclusive of all areas of development. Demonstrated techniques and practical tips will show how advancing a comprehensive relationship management system fosters accountability, efficiency and maximization of resources for fundraising operations. Learn more about Conference sessions >>
215: Break Out of Your Cubicle
Thursday, July 22
Gary Walling, Tufts University
As the profession of a fundraising researcher matures, there is a shift from a desk-bound, reactive role to a stronger partnership with major gift officers. This session will focus on ways to build these relationships including rebranding yourself in a proactive role, stepping outside your comfort zone, building trust and more effective communication. Balancing professional and service roles in order to provide good customer service, while managing the correct workload, will also be discussed. Learn more about Conference sessions >>
306: Using a Scientific Approach to Relationship Management
Friday, July 23
Elizabeth McHugh, Independent Research Consultant
Researchers are responsible for relationship management at all types of organizations. This session will discuss and address new technologies and ideas to have a successful relationship management process without having yet another meeting. Come with ideas — we are going to explore the universe. Learn more about Conference sessions >>
316: Taking Relationship Management to the Next Level
Friday, July 23
Cristian Hamilton, Good Samaritan Hospital
As an experienced past relationship manager and current major gifts officer, the presenter will demonstrate how to use fundamental policies and reporting practices to effectively engage your fellow development colleagues in a successful prospect management process. Learn more about Conference sessions >>
406: Leading Fundraiser Performance with Metrics
Saturday, July 24
Jennifer Schultz, Southern Methodist University
The partnership with fundraising management is the key to increasing your organization’s performance. By forming an alliance, you can provide useful and easy to understand data and charts that will help management determine where their fundraising staff are spending their time and energy. Your partnership and data will influence the future of fundraising at your organization. Learn more about Conference sessions >>
416: Innovating the Research Front-Line Partnership
Saturday, July 24
Stacie Haugen, Children’s Hospitals and Clinics of Minnesota
Carley Stuber, Children’s Hospitals and Clinics of Minnesota
Learn how Children’s of Minnesota is building a new model in which prospect researchers partner closely with major gift officers on specific fundraising projects by making discovery calls, helping to create an experience design, making discovery calls more successful, being involved in planning and attending cultivation events, and bringing donors on tours. Learn more about Conference sessions >>